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  1. Pension Lump Sum or Annuity: 5 Swing Factors

    Morningstar's Christine Benz highlights key considerations in the decision to annuitize a pension or take a lump-sum payout.

  2. State of the State for Muni Investors

    AllianceBernstein's Michael Brooks on state budget gaps, growth concerns, the possibility of default, and the pension problem.

  3. Grantham Keynote: Investing in a Slower-Growth World

    The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.

  4. Lockheed Martin Still Top of Defense Heap

    Lockheed has a highly differentiated business, but its legacy pensions and budget cutbacks are an overhang.

  1. For United Capital, a Big Acquisition and Bigger Plans

    This year, Duran said the company plans to aggressively expand its business model, and its brand -- aiming to look more like Starbucks and less like rivals HighTower and Dynasty Financial.

  2. Pension Liabilities – Time to Get Real

     

  3. Record Pension Gap Threatens 2013 Company Earnings: Mercer

    Falling interest rates were the cause of pension plans’ losses despite overall annual asset growth of approximately 16% in the stock market.

  4. For Defined Benefit Plans, Challenges Remain at the End of the Glide Path

     

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